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About Robert Fowlds

About Robert Fowlds

Robert Fowlds retired from investment banking in 2015 as Head of Real Estate Investment Banking for JP Morgan Cazenove. In 10 years Robert led or co-led around 60 public market transactions including IPOs, equity raises and M&A. Prior to corporate finance, Robert was Co-Head of Real Estate Equity Research at Merrill Lynch, and previously Kleinwort Benson, where his team was #1 ranked in the Extel and Institutional Investor Surveys for 11 years. Robert's early career was as a chartered surveyor.

Investor's Notebook

The View from Berkeley Square

The View from Berkeley Square

by | Jan 9, 2019

- Global Real Estate Sector robust in 2018 - Fed policy will drive equity markets in 2019, including Real Estate - UK performance hit by Brexit and structural change in UK Retail...

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Investor's Notebook

The View from Berkeley Square

The View from Berkeley Square

by | Aug 24, 2018

The Global Real Estate Sector has shown a Total Return of +7% YTD for a Sterling investor, compared to -1% for UK Real Estate Sector, or +2% for the FTSE All Share. The major...

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Investor's Notebook

The View from Berkeley Square

The View from Berkeley Square

by | Jun 5, 2018

The UK results season for the March year ends has not generated much investor interest - to the extent a frustrated senior equity fund manager confronted me as I walked past...

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Investor's Notebook

The View from Berkeley Square

The View from Berkeley Square

by | Mar 13, 2018

In January I highlighted the underperformance of the North America listed Real Estate Sector in 2017 but that it still didn’t offer great value – however with interest rates set...

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